Directly Addressing AI Agent Computing Power Needs, Alibaba May Release Major Chip Product Tomorrow, High "Equipment" Content Sci-Tech Semiconductor ETF Huaxia (588170) Grew by 4.634 Billion Yuan in Size Over the Past 3 Months

How AI Computing Power Demand Is Driving a Surge in Semiconductor Equipment Investment

As of 13:17, the ChiNext Semiconductor ETF Huaxia (588170) fell 3.20%, and the Semiconductor Equipment ETF Huaxia (562590) declined 3.78%.

In popular stocks, Jinhong Gas led with an 8.35% increase, China Ship Special Gas rose 4.03%, and Tuojing Technology increased 0.40%. NAIKE Equipment led the decline with an 8.71% drop, Xinyi Chang fell 7.59%, and Huahai Chengke decreased 6.44%. The ChiNext Semiconductor ETF Huaxia (588170) closed at 1.54 yuan, down 3.20%.

Liquidity-wise, the ChiNext Semiconductor ETF Huaxia had a turnover rate of 9.48% during the trading session, with a transaction volume of 771 million yuan; the Semiconductor Equipment ETF Huaxia had a turnover rate of 4.51%, with a transaction volume of 115 million yuan.

In terms of scale, the ChiNext Semiconductor ETF Huaxia increased by 4.634 billion yuan over the past three months, achieving significant growth and leading its peers in new assets; the latest scale of the Semiconductor Equipment ETF Huaxia reached 2.612 billion yuan.

Fund inflows: The ChiNext Semiconductor ETF Huaxia has experienced continuous net fund inflows over the past two days, with the latest net inflow of 16.1762 million yuan. Over the past five trading days, there have been net inflows on four days, totaling 87.2921 million yuan, with an average daily net inflow of 17.4584 million yuan. The Semiconductor Equipment ETF Huaxia’s latest net inflow is 46.089 million yuan. Over the past ten trading days, there have been net inflows on six days, totaling 149 million yuan, with an average daily net inflow of 14.9353 million yuan.

On the news front, Alibaba’s DAMO Academy is expected to release an important chip product tomorrow, potentially directly addressing the AI agent computing power demand that surged this year. Public information indicates that DAMO Academy will hold the annual 2026 Xuantie RISC-V Ecosystem Conference in Shanghai tomorrow, where last year it launched the industry’s first server-grade RISC-V CPU.

Guotai Haitong Securities believes that as multi-agent collaboration and multi-tool invocation become more normalized, model competition is shifting from single-point capabilities to complex task delivery capabilities. The demand for token consumption and inference-side computing power is also expected to continue rising.

Related ETFs: ChiNext Semiconductor ETF Huaxia (588170) and its associated funds (Class A: 024417; Class C: 024418): These track the only semiconductor equipment theme index on the STAR Market, with the highest proportion of advanced packaging (about 50%) in the market, focusing on cutting-edge hardware companies in technological innovation.

Semiconductor Equipment ETF Huaxia (562590) and its associated funds (Class A: 020356; Class C: 020357): These track the CSI Semiconductor Materials and Equipment Theme Index, with the highest proportion of semiconductor equipment (about 63%) in the market index, directly benefiting from the global chip price surge and the increasing demand for equipment providers.